4821 results found
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AU Payroll - Show timesheet & leave hours on same page
Would we please be able to see staff leave at the same time when entering timesheets?
This would be beneficial to see both when approving timesheets instead of opening up two screens.
9 votes -
AU Payroll - Superannuation - Export Processed Super payments to Excel
When receiving a superannuation bounce back amount, it would be really great to be able to click into a Superannuation Payment Details batch that has been processed and export to Excel, to be able to search and calculate totals to match the bounced back super.
9 votes -
Management reports - Ability to include VAT return reports
The new custom report pack looks great but it would be good to be able to export the VAT return within the same pack. Can the VAT reports be added to this functionality? I think it would be helpful for many people.
I regularly look at a profit and loss, balance sheet, aged receivables detail, aged payables detail and the VAT return reports monthly for all clients and it would be great to export these together, and would save a lot of time.
9 votes -
Reports - Add non-financial data into Xero for use in calculations
Now that we can add equations, I'd like to see Xero add non-financial data for use in calculations. Specifically, I'd like to add a number that changes each month (number of clients). This will allow me to calculate the revenue per client. I would also like to add the number of clients lost and clients gained so I can calculate the churn rate and customer lifetime value (important to use in making decisions on marketing spend).
9 votes -
Invoices/Bills - Ability to enter total amount first before entering the item lines
When entering a bill or invoice, you enter the total at the top then add statement lines, would be great if it showed remaining amount to be charged/ reconciled to reach the desired total. This would cut down admin time when reconciling bills after entering gst amount could show the total remaining as the non gst amount so you do not need to calculate the remaining amount.
9 votes -
UK Payroll - Automatically update tax code
If I run the payroll on say the 22.07 and then a P6 arrives effective from say 25.07 it wouldn't be updated automatically. Surely it should be updated regardless of whether the date relates to a previous period or not? This frequently happens. I can't think of an example of when you wouldn't want the tax code to update automatically?
9 votes -
Timesheets - Ability to customise their own workplace tasks on the timesheets
Ability for employees to choose tasks carried out via drop down menu.
It would be great if companies had the flexibility to customise their own workplace tasks on the timesheets. This way when employees are filling in their timesheets they can choose the task / tasks they have done for that day and then input the respective hours for each task.
9 votes -
Contacts - Include account number or email address in exports
We need to export donations from Xero to our CRM system. However, matching on Name is looking very difficult but we could add either the CRM ID to the Contact record as their Account Number, or their email. However, I can't find a way of exporting a csv containing the date, amount, and either email Account number. Can this be added?
9 votesHi Nigel, coming back over your idea here I wanted to confirm it is possible to export contacts and their data from your Xero organisation.
This will include Account Number, email - See our article here.
Can you expand a little more on what you're meaning by date and amount? Thanks
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Profit and Loss (new): Edit/remove the heading dates
The Profit and loss report: Compare tracking are amazing, but still needs the following:
1 - To be able to edit the heading/remove the dates from the heading (as this is all reading showing on the top of the report, and can be very cluttering if every heading is starting with 1 June - 7 June 2022 ....)
2 - in the old P&L: compare reports, the columns/tracking that was not applicable "disappeared", with the new reports, I'm seeing ALL my tracking that is available, and not only the ones applicable, please do the same for the new reports9 votes -
Quotes - Make the Title Field searchable
Why can't we search quotes by title? It would be so useful and its so overlooked by the design team. I have loads of jobs for one client and I have to sift until I find it rather than search my the job name. Please Zero!
9 votes -
Fixed Asset - Drafts include purchase documents from when transaction is recorded
Would be fantastic if when a fixed asset purchase is recorded and a document is included with the transaction, this document is also recorded in the draft fixed asset window. This would help as reference when moving the asset from draft to registered.
9 votes -
Xero Accounting app - Notification when quote accepted
when a customer accepts a quotation it would be nice to get a notification in the app so that i know earlier that the quote has been accepted rather than finding the email in my junk mail sometimes up to a week later.....
9 votes -
UK Payroll - Integrate with iCal
Be able to integrate the payroll calendar on Xero with iCal, so approved annual leave automatically appears in my iCal without having to duplicate entries, and updates if someone changes their leave on Xero.
9 votes -
Branding - Invoice merge field for contact's payment terms
Having recently created a custom invoice template for our business I wanted to include a merge field for payment terms (e.g. "30 days form date of invoice") next to the invoice due date field. Unfortunately customer payment terms, even though a data field in the contact record, is not available to incorporate in a customer invoice template. In my opinion this would be a useful addition to the custom invoice functionality.
9 votes -
Navigation | Drop-down menus - Show all options
Drop down boxes should go full length of the screen
9 votes -
Projects - Ability to export all of the lines/tasks in a project to an invoice
Ability to export all of the lines/tasks in a project to an invoice. Able to see detailed tasks, time and cost for each task to send on to customer
9 votes -
Bills - Bulk delete payments
When bills have had payments added on incorrectly from a non-bank account (i.e. enabled payments to account)
enable a function to remove payments in a bulk action9 votes -
Batch payment | File compliant with CPA005 for Canadian banks
CPA005 compliant so that a payment file can be uploaded to a Canadian bank instead of having to manually input payments.
9 votes -
Purchase Orders - Show qty on hand
PURCHASE ORDERS - SHOW THE QTY ON HAND
Cannot understand why a bill will show the qty on hand, but not the purchase order. When creating a purchase order it makes sense that one should be able to see qty on hand on each line item so that you know how much to order.
9 votes -
Invoice - Encrypt pdf tax invoices (South Africa)
Encryption of PDF documents from within Xero.
Purpose: To ensure Tax Invoices are SARS compliant (VAT404 Guide - Tax invoices must be sent in encrypted format (at least 128 bytes), over a secure line or contain an electronic signature)
9 votes
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